ANDREW A. SAMWICK. Director, The Nelson A. Rockefeller Center at Dartmouth College, July 2004 present.
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1 ANDREW A. SAMWICK Department of Economics 6106 Rockefeller Hall Dartmouth College Hanover, NH Phone: (603) Fax: (603) Web Page: Blog: samwick.blogspot.com CURRENT AND PAST ACADEMIC POSITIONS Director, The Nelson A. Rockefeller Center at Dartmouth College, July 2004 present. Sandra L. and Arthur L. Irving 72a, P 10 Professor of Economics, Dartmouth College, 2010 present. (Professor, Associate Professor, Assistant Professor, ). Visiting Assistant Professor of Finance and Economics, Columbia University Graduate School of Business, Fall 1998 OTHER PROFESSIONAL POSITIONS Member, Census Scientific Advisory Committee, Washington, DC, Summer 2015 present. Research Associate, National Bureau of Economic Research, April 2000 present. (Faculty Research Fellow, ) Board of Directors, National Tax Association, November 2012 November Co-chair of the Social Security Working Group, National Bureau of Economic Research, December 1999 December Chief Economist, Staff of the President s Council of Economic Advisers, Washington, DC, July 2003 June EDUCATION Ph.D., Economics, Massachusetts Institute of Technology, 1993 National Institute on Aging, Pre-doctoral Training Grant, Lynde and Harry Bradley Foundation Fellowship, National Science Foundation Graduate Fellowship, A.B., Summa cum laude, Economics, Harvard College, 1989 Phi Beta Kappa, October 1988 Samwick 1 January 2018
2 PRIZES AND AWARDS 2016 Duke TIP Distinguished Alumnus Award, May New Hampshire Professor of the Year, selected by the Carnegie Foundation for the Advancement of Teaching and the Council for the Advancement and Support of Education (CASE), November The Karen E. Wetterhahn Award for Distinguished Creative or Scholarly Achievement, Dartmouth College, May 2000 FELLOWSHIPS TIAA-CREF Institute Fellow, 2005 present. National Bureau of Economic Research National Fellow, C. Troy Shaver 1969 Fellow, Dartmouth College, Elizabeth R. and Robert A. Jeffe Fellow, Dartmouth College, Faculty Fellowship, Dartmouth College, Aging and Health Care Economics Fellow, NBER, PUBLICATIONS Executive Compensation Empire-Builders and Shirkers: Investment, Firm-Performance, and Managerial Incentives. Journal of Corporate Finance 12 (June 2006), (with Rajesh Aggarwal). Performance Incentives Within Firms: The Effect of Managerial Responsibility. Journal of Finance 58 (August 2003), (with Rajesh Aggarwal). Why Do Managers Diversify Their Firms? Agency Reconsidered. Journal of Finance 58 (February 2003), (with Rajesh Aggarwal). Executive Compensation, Strategic Competition, and Relative Performance Evaluation: Theory and Evidence. Journal of Finance 54 (December 1999), (with Rajesh Aggarwal) The Other Side of the Tradeoff: The Impact of Risk on Executive Compensation. Journal of Political Economy 107 (February 1999), (with Rajesh Aggarwal). Financial Markets Moral Hazard in the Policy Response to the 2008 Financial Market Meltdown. Cato Journal 29 (Winter 2009), Samwick 2 January 2018
3 Pensions and Saving The Design of Retirement Saving Programs in the Presence of Competing Consumption Needs, National Tax Association Proceedings 2010, Disability Risk and the Value of Disability Insurance. in David M. Cutler and David A. Wise (eds.) Health at Older Ages: The Causes and Consequences of Declining Disability Among the Elderly. Chicago: University of Chicago Press, 2008, (with Amitabh Chandra) Saving for Retirement: Understanding the Importance of Heterogeneity, Business Economics 41 (January 2006), How Will 401(k) Plans Affect Retirement Income? American Economic Review 94 (March 2004), (with Jonathan Skinner). Option Value Estimation with HRS Data. in Seiritsu Ogura, Toshiaki Tachibanaki, and David A. Wise (eds.) Labor Markets and Firm Benefit Policies in Japan and the United States. Chicago: University of Chicago Press, 2003, (with David Wise). Portfolio Allocations Over the Life Cycle, in Seiritsu Ogura, Toshiaki Tachibanaki, and A. David Wise (eds.) Aging Issues in the United States and Japan. Chicago: University of Chicago Press, 2001, (with James Poterba). Evaluating Pension Entitlements. in P. Brett Hammond, Olivia Mitchell, and Anna Rappaport (eds.) Forecasting Retirement Needs and Retirement Wealth. Philadelphia: University of Pennsylvania Press, 2000, (with Alan Gustman, Olivia Mitchell, and Thomas Steinmeier). Pension and Social Security Wealth in the Health and Retirement Study. in Robert Willis and James Smith (eds.) Wealth, Work, and Health: Innovations in Measurement in the Social Sciences. Ann Arbor: University of Michigan Press, 1999, (with Alan Gustman, Olivia Mitchell, and Thomas Steinmeier) New Evidence on Pensions, Social Security, and the Timing of Retirement. Journal of Public Economics 70 (November 1998), How Important Is Precautionary Saving? Review of Economics and Statistics 80 (August 1998), (with Christopher Carroll) Abandoning the Nest Egg? 401(k) Plans and Inadequate Pension Saving. in Sylvester J. Schieber and John B. Shoven (eds.) Public Policy Toward Pensions. Cambridge: MIT Press, 1997, (with Jonathan Skinner) The Nature of Precautionary Wealth. Journal of Monetary Economics 40 (September 1997), (with Christopher Carroll) Samwick 3 January 2018
4 Social Security The Welfare Cost of Perceived Policy Uncertainty: Evidence from Social Security. American Economic Review, 108 (February 2018), (with Erzo Luttmer) Changing Progressivity as a Means of Risk Protection in Investment-Based Social Security Reform, in Jeffrey R. Brown, Jeffrey Liebman, and David A. Wise (eds.) Social Security Policy in a Changing Environment. Chicago: University of Chicago Press, 2009, The Effects of Social Security Reform on Private Pensions. in William G. Gale, John B. Shoven, and Mark J. Warshawsky (eds.) Private Pensions and Public Policies. Washington: Brookings Institution Press, 2004, Social Security Reform: The United States in in Einar Overbye and Peter A. Kemp (eds.) Pensions: Challenges and Reform. Aldershot: Ashgate Publishing Limited, 2004, Potential Paths of Social Security Reform, in James M. Poterba (ed.) Tax Policy and the Economy, 16 (2002). Cambridge: MIT Press, (with Martin Feldstein). The Transition to Investment-based Social Security when Portfolio Returns and Capital Profitability Are Uncertain, in John Y. Campbell and Martin S. Feldstein (eds.) Risk Aspects of Investment Based Social Security Reform. Chicago: University of Chicago Press, 2001, (with Martin Feldstein and Elena Ranguelova). Is Pension Reform Conducive to Higher Saving? Review of Economics and Statistics, 82 (May 2000), Allocating Payroll Tax Revenue to Personal Retirement Accounts. Tax Notes (June 19, 2000), (with Martin Feldstein). Social Security Reform in the United States. National Tax Journal, 52 (December 1999), The Transition Path in Privatizing Social Security. in Martin Feldstein (ed.) Privatizing Social Security. Chicago: University of Chicago Press, 1998, (with Martin Feldstein). Discount Rate Heterogeneity and Social Security Reform. Journal of Development Economics 57 (October 1998), Potential Effects of Two Percent Personal Retirement Accounts. Tax Notes (May 4, 1998), (with Martin Feldstein) Samwick 4 January 2018
5 The Impact of Social Security Reform on Saving. National Tax Association Proceedings 1997, The Economics of Prefunding Social Security and Medicare Benefits. in B. Bernanke and J. Rotemberg (eds.) NBER Macroeconomics Annual Cambridge: MIT Press, (with Martin Feldstein) Welfare Across the Generations. Contemporary Economic Policy 14 (January 1996), (with Harold Demsetz et. al.) Social Security Rules and Marginal Tax Rates. National Tax Journal 45 (March 1992), (with Martin Feldstein) Taxation and Fiscal Policy Means-Testing Federal Health Entitlement Benefits, Forthcoming in Robert A. Moffitt (ed.) Tax Policy and the Economy 32 (2018), Chicago: University of Chicago Press. Effects of Income Tax Changes on Economic Growth, in Alan J. Auerbach and Kent Smetters (eds.) The Economics of Tax Policy. Oxford: Oxford University Press, 2017, (with William G. Gale) Donating the Voucher: An Alternative Tax Treatment of Private School Enrollment, in Jeffrey Brown (ed.) Tax Policy and the Economy 27 (2013), Chicago: University of Chicago Press, Policy Forum: A Decade of Reckoning Fiscal Policy Challenges in the United States, Canadian Tax Journal 61:2 (2013), Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s. Journal of Public Economics 87 (January 2003), (with James Poterba) Portfolio Responses to Taxation: Evidence from the End of the Rainbow. in Joel Slemrod (ed.) Does Atlas Shrug? The Economic Consequences of Taxing the Rich. Cambridge: Harvard University Press, 2000, Tax Arbitrage. in Joseph J. Cordes, Robert D. Ebel, and Jane G. Gravelle (eds.) Encyclopedia of Taxation and Tax Policy. Washington: Urban Institute Press, 1999, Tax Reform and Target Saving. National Tax Journal 51 (September 1998), Household Portfolio Structure: Taxation and Other Factors. National Tax Association Proceedings , (with James Poterba) Samwick 5 January 2018
6 Tax Shelters and Passive Losses after the Tax Reform Act of in Martin S. Feldstein and James M. Poterba (eds.) Empirical Foundations of Household Taxation. Chicago: University of Chicago Press, 1996, Stock Ownership Patterns, Stock Market Fluctuations, and Consumption. in William C. Brainard and George L. Perry (eds.) Brookings Papers on Economic Activity, 2:1995, (with James Poterba) COMMENTS AND REVIEWS Comment on Mason, Andrew, Ronald Lee, An-Chi Tung, Mun-Sim Lai, and Tim Miller, Population Aging and Intergenerational Transfers: Introducing Age into National Accounts, in David A. Wise (ed.) Developments in the Economics of Aging. Chicago: University of Chicago Press, 2009, Comment on Kapteyn, Arie and Constantijn Panis, Institutions and Saving for Retirement: Comparing the United States, Italy, and the Netherlands, in David A. Wise (ed.) Analyses in the Economics of Aging. Chicago: University of Chicago Press, 2005, Comment on Böersch-Supan, Axel and Lothar Essig, Household Saving in Germany: Results of the First SAVE survey, in David A. Wise (ed.) Analyses in the Economics of Aging. Chicago: University of Chicago Press, 2005, Comment on Blake, David, The United Kingdom: Examining the Switch from Low Public Pensions to High-Cost Private Pensions, in Martin Feldstein and Horst Siebert (eds.) Social Security Pension Reform in Europe. Chicago: University of Chicago Press, 2002, Comment on Brown, Jeffrey R. Differential Mortality and the Value of Individual Retirement Annuities, in Martin Feldstein and Jeffrey B. Liebman (eds.) The Distributional Aspects of Social Security and Social Security Reform. Chicago: University of Chicago Press, 2002, Comment on Coile, Courtney and Jonathan Gruber, Social Security Incentives for Retirement, in David A. Wise (ed.) Themes in the Economics of Aging. Chicago: University of Chicago Press, 2001, Review of Administrative Aspects of Investment-Based Social Security Reform. Edited by John B. Shoven. In Journal of Economic Literature 39 (September 2001), Comment on Kotlikoff, Laurence J., Kent A. Smetters, and Jan Walliser, The Economic Impact of Privatizing Social Security, in Horst Siebert (ed.) Redesigning Social Security. Tübingen: Mohr Siebeck, Samwick 6 January 2018
7 Review of Getting It Right: Markets and Choices in a Free Society. By Robert J. Barro. In Journal of Economic Literature 36 (March 1998), Review of Securing Employer-Based Pensions: An International Perspective. Edited by Zvi Bodie, Olivia S. Mitchell, and John A. Turner. In Journal of Economic Literature 35 (September 1997), Comment on Engen, Eric M. and William G. Gale, Effects of Social Security Reform on Private and National Saving, in Steven A. Sass and Robert K. Triest (eds.) Social Security Reform Conference Proceedings: Links to Saving, Investment, and Growth. Federal Reserve Bank of Boston, Conference Series No. 41, June 1997, UNPUBLISHED PAPERS The Insurance Value of Financial Aid, Manuscript, Dartmouth College, November 2016 (with Kristy Fan and Tyler J. Fisher) Value Creation and Value Reallocation in Mergers and Acquisitions, Manuscript, Dartmouth College, June (with Pui-Lam Yiu) The Announcement and Long-Term Effects of Hiring a Management Consulting Firm. Manuscript, Dartmouth College, June (with Ajay Prakash) Patience, Pensions, and Saving. Manuscript, Dartmouth College, June The Other Side of the Tradeoff: The Impact of Risk on Executive Compensation A Reply. Manuscript, Dartmouth College, October 2002 (with Rajesh Aggarwal). RESEARCH GRANTS Social Security Administration (through the National Bureau of Economic Research) Means-Testing Federal Health Entitlement Benefits, January Social Security Administration (through the National Bureau of Economic Research) The Costs and Consequences of Perceived Political Uncertainty in Social Security, January 2011 (with Erzo Luttmer). Social Security Administration (through the National Bureau of Economic Research) The Design of Retirement Saving Programs in the Presence of Competing Consumption Needs, January Social Security Administration (through the National Bureau of Economic Research) Changing Progressivity as a Means of Risk Protection in Investment-Based Social Security Reform, January Samwick 7 January 2018
8 Nelson Rockefeller Research Fund in Economics Managerial Agency and Investment (Principal Investigator), March U.S. Department of Health and Human Services, National Institute on Aging Portfolio Choice and Time Preference Over the Life Cycle (Principal Investigator), September Rockefeller Social Science Grant Frenzies and Crashes: A Frequency Based Test of Efficient Markets (Principal Investigator), July Nelson Rockefeller Research Fund in Economics The Tax-Adjusted Capital Asset Pricing Model: Evidence from Household Balance Sheets (Principal Investigator), February American Compensation Association The Role of Teamwork in Top Management Compensation (Co-Principal Investigator), January U.S. Department of Health and Human Services, National Institute on Aging The Effects of Pensions and Social Security on Retirement and Saving (Principal Investigator), January Department of Labor, Bureau of Labor Statistics Wages, Fringe Benefits, and Savings: Interactions and Implications for Labor Market Outcomes (Co-Principal Investigator), September EDITORIALS & COMMENTARY The Fiscal Grand Canyon, New York Daily News. January 6, [ A Better Approach to Stimulus Spending, U.S. News & World Report, Economic Intelligence Blog. November 30, [ Main street gets government help too, National Public Radio Marketplace Commentary. October 6, [ We need a carbon tax on gasoline, National Public Radio Marketplace Commentary. June 2, [ Samwick 8 January 2018
9 Life is unfair, and so is the bailout, National Public Radio Marketplace Commentary. March 17, [ A Budget that Plans for the Future," The Ripon Forum, Volume 42, No. 1, February/March 2008, [ A Better Way to Deal with Downturns, The Washington Post. January 27, [ It s Not a Stimulus, It s Deficit Spending, National Public Radio Marketplace Commentary. January 25, [ Save the Homeowners, Not Hedge Funds, Providence Journal. August 31, (with Dean Baker). [ 07_8G6SA6I.1c1d9dc.html] Stitching a New Safety Net, Wall Street Journal Online. Econoblog, February 7, 2006 (with Mark Thoma). [ Shopped Out? Wall Street Journal Online. Econoblog, August 31, 2005 (with Barry Ritholtz). [ The Economic Crystal Ball: Cloudy, or Clearing? Wall Street Journal Online, Econoblog, December 30, 2004 (with John Irons). [ 401(k)s beat out older pensions. USA Today, Page 15A, Column 1. Editorial, September 17, 2002 (with Jonathan Skinner). [ OTHER PROFESSIONAL ACTIVITIES Academic: Associate Editor, Economics Letters, 2015 present. [Editor: September 2011 December Co-Editor: ] Editorial Advisory Board, Public Finance Review, 2017 present. Editorial Board, Review of Financial Economics, 2013 present. Editorial Board, Journal of Pension Economics and Finance, 2013 present. Samwick 9 January 2018
10 Editorial Board, Applied Economics Quarterly, Editorial Board, The B.E. Journals in Economic Analysis and Policy, Associate Editor, Journal of Public Economic Theory, Congressional Testimony: House Committee on Ways and Means, Subcommittee on Social Security, June 21, 2005: Protecting and Strengthening Social Security Senate Budget Committee, January 19, 1999: Social Security in the 21 st Century Senate Finance Committee, September 9, 1998: Retirement Issues II: Proposals to Protect and Preserve Social Security Consulting: Social Security Advisory Board, Member, Technical Panel on Assumptions and Methods, September 2010 September January January Pension Benefit Guaranty Corporation, Samwick 10 January 2018
ANDREW A. SAMWICK. Director, The Nelson A. Rockefeller Center at Dartmouth College, July 1, 2004 present.
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